Jim Moran

This newsletter from @jdmoran does a nice job compiling AI use cases in finance. Great for keeping a pulse on new AI tools and workflows. The latest edition below mentions my initial test drive of Claude Cowork. blog.flatcircle.ai/p/models-deliv…

@OnodaCapital We've been tracking a bunch of them on this substack: blog.flatcircle.ai

Anybody have good AI use cases for investment workflows beyond primers, basic modeling, and chat/search?

Models deliver beta, humans deliver alpha

A couple of investor use cases of OpenClaw... anyone using this yet? What is the most secure way to do so? blog.flatcircle.ai/p/creative-llm…

@TheRealAneesh @chrisbarber @krishnanrohit Have you seen futurex-ai.github.io (see the S&P Leaderboard). I think forecasting future earnings is more promising than stock returns. One issue with historicals is that tool use / open web makes a huge difference in forecast accuracy so you'd miss that in your benchmark

@chrisbarber @krishnanrohit @jdmoran was working on this back in the o1 / sonnet 3.5 regime provide the same context to each model and forecast only on upcoming earnings (cleanest assurance of no data leakage from the model’s train set) now would be a great time revive the bench: blog.flatcircle.ai/p/grok-and-ant…

llm benchmark idea: earnings forecasting take an llm with certain knowledge cutoff dates, give it info prior to earnings releases, have the models think through and forecast earnings related: ForecastBench, and some of the stuff @krishnanrohit has done, FinCall-Surprise, Scaling Core Earnings Measurement with Large Language Models. not a new idea, but i do think it could be done again with today's models and updated scaffolding, and would be very interesting cc @tejassaboo @jay_azhang

@arpitrage This course looks great, thank you for sharing the slides. I mentioned it in my substack covering creative llm use cases for investment research: blog.flatcircle.ai/p/creative-llm…

I'm teaching a new course at Stern on AI in Finance and opening it up! Syllabus/slides on Github: github.com/arpitrage/ai-i… Weekly summaries on Substack arpitrage.substack.com/p/1-three-rule… First post is on Amdahl's Law, Jevons' Paradox, and why finance was slow to learn the bitter lesson

@ClarkSquareCap @aleksizy Thanks Alex, and thanks @ClarkSquareCap for this great thread

@aleksizy This is awesome, thanks for sharing!

What are some of the coolest ways you have incorporated LLMs / vibe coding into your investing process? (Research, position tracking, etc)

@thomasrice_au We've found it helpful asking this question to different models to get a wider variety

AI coding is great for experimentation. Not sure what an UI should look like? Explain the problem and ask it to come up with 10 different interfaces as separate HTML files with embedded JS/CSS. Then pick one and iterate before hooking it up to your real systems.

@investingluc Did you see the Omni Talk pod this week? podcast.flatcircle.ai/?ticker=COTY More competition coming for $COTY at $ULTA

$COTY has not had consecutive green months since 2023. Stock's been decimated, but they're cleaning house... CEO out. Board chair out. More getting canned. $VSCO-type play coming? Doing more digging. $COTY now $3.20.

Yipit cofounder @jdmoran on a few interesting case studies of hedge funds using LLMs in their research process blog.flatcircle.ai/p/creative-way… Couldn't agree more about the below. I feel like I'm having a whole first call with LLMs beforehand, then getting 2x the insight from the call

@long_elephant1 Looks like Spirit exiting ATL to LAX, good for $ULCC? aeroroutes.com/eng/251202-nkj…

it was a good run. $ULCC

@BushwoodCap Saw this on $RSG, looks like they're at least taking some pricing in restricted markets: giant.fm/parke-county/n…

Average persons monthly garbage bill less than their monthly Starbucks bill. Republic Services $RSG CEO: the industry is underpriced.

@nicbstme @fintool Nailed it!

@jdmoran @fintool: They will likely report weak Q2 results consistent with the lowered September guidance and maintain the current FY2026 outlook of -4% to -2% beer net sales decline.

@blamealan @paulisci @paulisci Did the book ever come out? Looks like Unbound went bankrupt? Was really excited to read it, so would support any plans to make it happen.

@paulisci Really excited about The Press Gallery book. Any update on when it's coming out? Feels like it's been on preorder for forever

@stockthoughts81 @cometeer I recommend

Any of you coffee people tried @cometeer? Looks interesting

@ugwigr Very cool, congrats

Today, we launched the data product I have been working on for the past nine months. I am giddy. Data is going to transform the franchise industry and expand access to business ownership. Check out our launch post!

@auren Requiring two year minimums was a masterstroke

the biggest country to benefit from the AI boom is not the US or China. it is Anguilla

@JigarShahDC Thanks for the mention! I looked into trying to solve this, but seemed like the ESIID / Service ID solution works pretty well for the ISOs. Maybe I'm missing something - reason you'd need a third party?